Wirecard scandal sparks investor pressure for change in auditing market

In Investment Week, Mirabaud Securities’ head of TMT research, Neil Campling, and Sarasin and Partners’ head of stewardship, Natasha-Landell Mills, discuss challenges in the audit sector and the EY audit team’s mishandling of Wirecard. Neil Campling stated that “the auditor is expected to maintain professional scepticism throughout the audit. EY did not raise issues in […]

Read more

Can value investing survive in the post-Covid age?

In Money Observer, Tony Yarrow, co-manager of the Wise Multi-Asset Income Fund and Wise Multi-Asset Growth Fund, discusses value investing in the current landscape, sharing his insights on the mining, construction, financial, property and retail sectors. Link

Read more

Can US stocks continue to defy economic gravity?

The S&P 500 and the US economy are at odds with each other. While the former has almost recovered pre-crisis levels, the latter is officially in recession. Ahead of Independence Day, four investors discuss the implications of such an unusual situation and whether there is still opportunity in US markets. Eric Papesh, US equity portfolio […]

Read more

Can value investing survive in the post-Covid age?

In FE Trustnet, Tony Yarrow, co-manager of the Wise Multi-Asset Income Fund and Multi-Asset Growth Fund, discusses value investing in the current landscape, sharing his insights on the mining, construction, financial, property and retail sectors. Link

Read more

Too early to ‘flash the V’ for V-shaped recovery sign

“Because we do not know when a successful Covid-19 treatment or vaccine will arrive, uncertainty will be the watchword for the foreseeable future.” In Investment Week, Sushil Wadhwani, manager of the PGIM QMAW Keynes Systematic Absolute Return fund, explains why it is too soon for investors to ‘flash the V’ for a V-shaped recovery sign. […]

Read more

The property opportunity you might not be aware of

In FE Trustnet, PGIM Real Estate’s Rick Romano, Cohen & Steers’ Jon Cleigh, Neuberger Berman’s Gillian Tiltman and John Creswell of Duff & Phelps, who manage Nordea’s Global Real Estate strategy, explain why now is an ideal time to invest in REITs. Link

Read more

“The same old industry”? Hedge funds and crisis alpha in the coronavirus era

“For our portfolios, we are looking for more uncorrelated strategies which will underperform during an equity bull market but will better handle volatile markets.” In Hedgeweek, Cédric Vuignier, head of manager research and alternative investments at SYZ Asset Management, reflects on the performance of hedge fund strategies in the current crisis, stating they’re in a good position […]

Read more

Richard Staveley’s top deep value UK small-cap picks

“When the economy begins to recover, there will be a vast acceleration in activity in UK small caps, where an even wider range of companies will need further capital to enable growth.” In Citywire Wealth Manager, Richard Staveley, managing director of strategic public equity at Gresham House, shares his top value stock picks in the small cap […]

Read more

1 2 3 237
top